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Mark Sheptoff Financial Planning’s FIVE9 FIVN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-100
Closed -$5K – 356
2019
Q1 		$5K Buy
+100
New +$5.08K ﹤0.01% 297

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mark Sheptoff Financial Planning's FIVN Position: Q2 2019 in Review

Mark Sheptoff Financial Planning sold out of FIVE9 (FIVN) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in FIVN in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 249 funds tracked by Wall St. Rank hold FIVN as of Q2 2019.

  • Mark Sheptoff Financial Planning reported no remaining FIVE9 position as of Q2 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 FIVE9 shares in Q2 2019, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in FIVE9 in Q1 2019 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's FIVE9 position peaked at $5K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held FIVE9 as of Q2 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2019, filed 12 Aug 2019.